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DFVEX vs JVMCX
DFVEX vs JVMCX Comparison
Open Charts DFVEX vs JVMCX
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
DFVEX vs JVMCX Comparison Chart
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DFVEX vs. JVMCX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFVEX is a Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. DFVEX (4.58B). DFVEX pays higher dividends than JVMCX: DFVEX (1.30) vs JVMCX (0.00). DFVEX was incepted earlier than JVMCX: DFVEX (19 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than DFVEX (0.24). JVMCX is a more actively managed with annual turnover of: 47.00 vs. DFVEX (11.00). DFVEX has a lower initial minimum investment than JVMCX: DFVEX (0) vs JVMCX (1000). DFVEX annual gain was more profitable for investors over the last year : 7.93 vs. JVMCX (-4.05). DFVEX return over 5 years is better than : 78.17 vs. JVMCX (45.41).
| DFVEX | JVMCX | DFVEX / JVMCX | |
| Total Expense Ratio | 0.24 | 1.87 | 13% |
| Annual Report Gross Expense Ratio | 0.24 | 1.88 | 13% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -0.624 | 2.055 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 21.5B | 21% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | 7.93 | -4.05 | -196% |
| Returns for 3 years | 31.89 | 13.31 | 240% |
| Returns for 5 years | 78.17 | 45.41 | 172% |
| Returns for 10 years | 63.83 | 25.18 | 254% |
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